Transfers Customer Experience Specialist

Sofia · Remotefull time

Remote

entry

H1B: no

trading212 Transfers Customer Experience Specialist at trading212 focused on supporting clients through portfolio transfers and coordinating with internal teams. Handles client enquiries and resolves transfer-related issues.

Responsibilities

We’re looking for a motivated Transfers Customer Experience Specialist to join our Transfers Customer Care team. This is a specialised support role focused on portfolio transfers, working closely with Transfer Operations on more complex and sensitive cases. You’ll support clients throughout the transfer journey - answering their questions, explaining requirements and timelines, and coordinating internally to ensure their investments are moved smoothly between providers.
Handle client enquiries specifically related to portfolio transfers via chat and email.
Guide clients through the end-to-end transfer process, explaining requirements clearly and setting the right expectations.
Investigate and resolve issues related to portfolio transfers, ensuring accurate and timely execution.
Coordinate with internal teams, especially Transfer Operations, to secure smooth processing of transfer requests.
Proactively monitor pending cases, follow up where needed and provide clear, timely updates to clients.
Channel client feedback into concrete suggestions to improve our processes, tools and client experience.
Act as a trusted point of contact for clients on transfer-related matters, delivering a “premium” support experience.

Qualification

Proficiency in English (C1 or above)A proactiveFamiliarity with portfolio transfersUniversity degree in Finance

Required

Proficiency in English (C1 or above), with strong written and verbal communication skills.
Strong attention to detail and problem-solving skills.
A customer-oriented approach with a focus on precision and accuracy.
Good time-management and multitasking abilities.
A proactive, people-oriented attitude and the ability to work both independently and as part of a team.
Willingness to learn and develop deep expertise in portfolio transfers.
Adaptiveness to a rapidly changing environment.
Experience (1+ year) in a customer support role, preferably in tech, fintech or performance-driven teams, is a strong advantage.

Preferred

Previous experience in customer service or operations.
Familiarity with portfolio transfers, brokerage or stock-market processes.
Understanding of the fintech or online investing industry.
University degree in Finance, Business Administration, Economics or a related field.

Benefits

Medical

Company

trading212

View company page

Source: ashby

Active within the past hour

Remote-friendly

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